Notes

Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some of the most important quotes about the economy and industry trends from those transcripts. Click … Continued

Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below is a weekly post which contains some of the most important quotes about the economy and industry trends from those transcripts. Click … Continued

Tim Sloan – President and Chief Executive Officer The scandal continues to have an impact “There is a little bit of impact on some municipalities they have put us on probation or just said they are not going to use … Continued

Dominic Caruso – EVP and Chief Financial Officer They want a reform of the tax system “To level the playing field with other industrialized countries, tax reforms should include three fundamental elements, a lower corporate income tax rate in line … Continued

Janet Yellen, Fed Chair at the G30 summit US growing moderately “Economic activity in the United States has been growing moderately so far this year, and the labor market has continued to strengthen… Hurricanes to have modest long-term effect “While … Continued

Matthew Levatich – President, Chief Executive Officer Little residual tarnishing crossover between brand USA and American products “…there’s actually a lot of really good research on this very topic generally that suggests that the connection between brand U.S.A., if you … Continued

D. G. Macpherson – Chairman and Chief Executive Officer Modest tailwinds So, we’ve experienced modest tailwinds that continued to increase throughout the year, I’d say. So it’s little better it seems at the quarter. In terms of the large customers, … Continued

Ralph Babb – Chairman and CEO Pete Guilfoile – Chief Credit Officer David Duprey Clients subdued but optimistic Our loan pipeline remained solid in the third quarter and our commitments to commit are up significantly. We believe this reflects improving … Continued

Powell Brown – President and CEO Still a lot of capital in insurance In summary, there continues to be a lot of capital across the insurance market place. However the recent storms, fires and earthquakes may have implications on pricing … Continued

Marty Chavez – CFO M&A pipeline The pipeline, as you noted in equity underwriting is strong also in our conversations with clients on the advisory side. There’s no sense of slowdown. We’re seeing a pickup in client dialogue, particularly I … Continued